The role
:
To administer the insurance arrangements for the protection of the material assets and liabilities of clients through the provision of a professional and efficient service and to assist with generating new business opportunities and securing new customers.
To assist with the day to day enquiries from more complex clients and provide support to the Account Executives on selected renewals.
Duties and responsibilities:
Ensure all Key Performance Indicators are achieved (new business, renewals, cross selling and overall profitability) and are attained compliantly with FCA regulation.
General Responsibilities:
Provides broking services to all clients.
To provide a quality service to existing clients, covering all aspects of their insurance arrangements; to advise, review, arrange and secure the appropriate cover at a competitive premium.
Deal with new business, mid-term adjustments and renewals in the relevant markets according to company terms and conditions
Carry out instructions regarding the arrangement or amendment of insurance for clients
Deal with telephone enquiries promptly
Be aware of market developments in your business areas and bring them to the attention of clients and colleagues where appropriate.
Input and accurate processing of new business, amendments and renewals on the computer system to maintain accurate records
Maintaining an accurate and up to date diary system to ensure all documentation is issued and payments collected in a timely manner in accordance with company procedures
Exercise judgement when reviewing proposals, either new or renewals, referring to a senior colleague or insurer when appropriate.
Attach correct wordings to certificates including any other wording (exclusions, conditions, warranties etc.) in respect of self-issue policies.
Liaise with Insurers, other colleagues and Claims teams when appropriate.
Knowledge required:
Of relevant policies including current market conditions.
Of all company specific procedures.
Of FCA rules and guidelines relating to Commercial and/or Private Customers’.
Willingness to continue to develop knowledge of insurance and related issues through formal and informal learning, both internal to the firm, and externally.
Experience within motor fleet insurance
This is an excellent opportunity to join a highly successful organisation who provide excellent long term opportunities and a great working environment.
Wild Recruitment Ltd T/A First Recruitment Services is acting as an Employment Agency in relation to this vacancy.
